M Advisor Podcast: Financial Clarity for Physicians
Paul Morton, CFP®
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Spring Cleaning - Getting Unstuck in Your Finances
A quick template on how to evaluate and move your finances to the next level. Know where you are: Create a Balance Sheet List your goals and priorities List your procrastinations - this is big Manage…
Traditional vs. Roth Retirement Plans
Roth vs Traditional retirement plan contributions is a great debate and should be considered carefully. There isn't a clear-cut answer that works for everyone, but there are benefits to both Roth and…
Do This Before Interviewing a Financial Advisor
Finding the right financial advisor can be one of the most beneficial relationships you can make, as it can bring clarity and confidence to your financial life; however, selecting the wrong advisor…
Estate Planning is Romantic
What is the most romantic gesture you can make to your spouse and family? Planning for their lives and livelihood beyond yourself, of course! That's called estate planning. Estate planning is not…
Financial Fraud
Financial fraud is a multi-billion-dollar industry, and it is much bigger than we think because many fraudulent cases go unreported. Talking to your family about fraud and scams is an important…
Physical Fitness and Finances
Physical fitness and finances are interwoven in deeper patterns and occurrences than we ordinarily recognize. As the new year brings positive changes to our fitness routines, here's some motivation…
Improve Your Finances, Create a Balance Sheet
Making positive changes to our lives each New Year isn't anything new. If you're looking to positively change your finances, this is the first thing: Create a Balance Sheet and track your "Net…
Family Meetings
Family financial meetings are a tool used by many high profile and high net worth families to make sure massive wealth doesn't erode family values. I think the family financial meeting translates to…
Backdoor Roth and the Pro Rata Rule
Roth IRAs, due to their tax-free growth and tax-free distributions, can be useful accounts for any financial plan. The IRS has rules about who can fund Roth IRAs; however, there is a loophole that…
Physicians and Clinical Ownership with Kevin Pho on KevinMD
This is my conversation with Dr. Kevin Pho when I had the opportunity to speak on KevinMD. The conversation is based on this article:…
Benefits Enrollment
Explore and review the most common benefits associated with hospital employees. I'll frame each benefit with how I help other physicians make benefit enrollment decisions. Remember to always enroll…
3 Spooky Reasons a Financial Plan Won't Work
What if you make a plan, and it doesn't work? There may be nothing spookier than that! The results of a plan not working can be catastrophic, leading to family division for generations. Don't let…
A Goal-Setting Exercise
This episode explores a goal-setting exercise that's a great checkpoint for review and evaluation on the trajectory of our lives. You are currently the midpoint between the "past you" who wanted to…
Impacts of Financially Supporting Adult Children
As parents, we are all willing to support our kids. As our kids grow up, they'll need some support, both emotionally and financially. Sometimes financial support for adult children can create a sort…
What is success for a physician?
So I was reading "Start with Why" by Simon Sinek, and there's a moment in the book where Simon gets to attend a conference with select business leaders, and the conference began with these two…
We Have Two Lives...
I ran across a thoughtful quote credited to Confucius, and it made me think about it from several different angles. The quote is this: "We have two lives, and the second begins when we realize we…
The Black Hole of Disability Insurance
For most physicians, purchasing disability insurance is an easy decision; however, there is one investment that disability insurance companies do not support. Wait, do your investments and disability…
Investment Holding Companies
Some investment assets warrant the formation of a holding company, usually for liability purposes. Real estate, private equity, and franchise agreements are great examples of these assets. Learn how…
Legacy Buckets
We leave a different kind of legacy in various aspects of our lives. We leave a legacy for our spouses, our kids, and our clinics, among others. We'll explore some of the conversations and…
Naming an LLC
When you figure out you need an LLC, the question always looms: "What do I name the LLC?" Also, find out how to see what names are available and what names are already taken. This episode explores…
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M Advisor Podcast: Financial Clarity for Physicians has published 98 episodes since January 2022, covering topics in Business.
M Advisor Podcast: Financial Clarity for Physicians is currently highly active with new episodes every 2 weeks. Average episode length is 12m.
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